Support Automation Checklist: 10 Things to Automate Today
Not sure where to start with support automation? These 10 items have the highest impact and take minutes to set up.
The Quick Wins
You do not need to automate everything at once. Start with these 10 items, roughly ordered by impact and ease of setup.
1. Password Reset Requests
This is the single highest-ROI automation for most products. Customers ask "I forgot my password" or "How do I change my password?" dozens of times per month. The answer is always the same: a link to your password reset page. Automate it and never think about it again.
Rule: When intent = password_reset and confidence > 80%, auto-reply with your reset link.
2. Pricing and Plan Questions
"How much does it cost?" and "What is included in the Pro plan?" are answered on your pricing page, but people ask anyway. Send them a concise summary with a link.
Rule: When intent = pricing_inquiry and confidence > 80%, auto-reply with pricing summary and link.
3. Order Status Tracking
For e-commerce, "where is my order?" is the most common question by far. If you use Shopify, you can pull order status automatically and include it in the reply.
Rule: When intent = order_tracking and confidence > 85%, auto-reply with tracking instructions or link.
4. Cancellation Instructions
People who want to cancel should be able to. Making it hard creates resentment and bad reviews. Automate the answer with clear cancellation steps.
Rule: When intent = subscription_cancel and confidence > 80%, auto-reply with cancellation steps.
5. Bug Report Routing
When a customer reports a bug, they need acknowledgment, and your engineering team needs the details. Automate both: send a "thanks, we're looking into it" reply and create a GitHub issue or Linear task with the bug details.
Rule: When intent = bug_report and confidence > 75%, auto-reply with acknowledgment AND create issue in your project tracker.
6. Feature Request Collection
Feature requests are gold. Do not let them sit in your inbox. Route them to a dedicated Notion database or Linear project so you can review them during planning.
Rule: When intent = feature_request, create an entry in your feature request tracker.
7. Refund Request Notifications
Refunds usually need human judgment, but the triage can be automated. When someone asks for a refund, immediately notify the right person on Slack so it gets handled quickly.
Rule: When intent = refund_request, send Slack notification to the person who handles refunds.
8. Business Hours Auto-Response
If a message arrives outside your working hours, acknowledge it immediately with an honest response: "We got your message and will reply within X hours." This is better than silence.
Rule: For messages classified with low priority outside business hours, auto-reply with expected response time.
9. Critical Issue Escalation
Payment failures, account lockouts, and "your site is down" messages need immediate attention regardless of the time. Route these to your phone via Slack push notification or SMS.
Rule: When priority = critical, send immediate notification to your phone.
10. Duplicate Question Detection
If the same customer asks the same question twice, they are frustrated. The second message should be fast-tracked with a note that they have asked before, so whoever handles it knows to prioritize.
Rule: Flag repeat messages from the same customer for immediate attention.
Implementation Order
If you do all 10, start with 1 through 4 (auto-replies for common questions). This alone cuts your support workload in half. Then add 5 through 7 (routing to other tools). Finally, add 8 through 10 (operational improvements).
Each rule takes about 2 minutes to set up. The whole checklist takes under 30 minutes. The time savings start immediately.